This stock research checklist gives you 43 questions to analyse any company, each paired with a ready-made AI prompt. Upload a company’s annual report to your AI tool, paste in the prompts, and get a structured first draft of your research in a fraction of the time. Then verify the facts and focus your own time on judgement.
What the checklist covers
- Understanding the business
- Market position and competitive advantages
- Growth potential and industry trends
- Financial strength
- Capital allocation
- Management integrity
- Key risks and conclusions
How to use it
- Upload the company’s annual report and other documents to an AI tool such as Perplexity Spaces, ChatGPT, Google Gemini or Claude.
- Copy each prompt from the checklist and paste it in.
- Check the AI’s answer for accuracy, then record the useful insights in the “responses” column of your checklist.
This keeps your research disciplined and consistent from one company to the next. For a full walkthrough, and 10 prompts you can try for free, see our step-by-step guide to AI stock analysis prompts.
Product details
- 43 checkpoints, each with a built-in AI prompt
- Works in Microsoft Excel and Google Sheets
- Digital checklist, available immediately at checkout. Nothing is shipped.
FAQ
Which AI tools does it work with?
Any major one, including Perplexity, ChatGPT, Google Gemini, Claude and DeepSeek.
Is this a physical product?
No. It’s a spreadsheet you receive straight after checkout.
Can AI do my stock research for me?
It speeds up the gathering and summarising. You still need to check the facts and make the investment decision yourself.
